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Crewe Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Crewe Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.4K Hold
880
– – ﹤0.01% 616
2026
Q1 		$20.4K Buy
880
+19
+2% +$444 ﹤0.01% 517
2025
Q4 		$20.1K Hold
861
– – ﹤0.01% 491
2025
Q3 		$20.3K Hold
861
– – ﹤0.01% 493
2025
Q2 		$20K Buy
861
+19
+2% +$433 ﹤0.01% 367
2025
Q1 		$19.4K Hold
842
– – ﹤0.01% 352
2024
Q4 		$19.1K Buy
842
+53
+7% +$1.23K ﹤0.01% 357
2024
Q3 		$18.8K Hold
789
– – ﹤0.01% 414
2024
Q2 		$17.9K Hold
789
– – ﹤0.01% 573
2024
Q1 		$18.1K Buy
789
+358
+83% +$8.21K ﹤0.01% 510
2023
Q4 		$10K Hold
431
– – ﹤0.01% 209
2023
Q3 		$9.38K Buy
431
+10
+2% +$223 ﹤0.01% 251
2023
Q2 		$9.57K Hold
421
– – ﹤0.01% 413
2023
Q1 		$9.69K Hold
421
– – ﹤0.01% 551
2022
Q4 		$9.39K Hold
421
– – ﹤0.01% 560
2022
Q3 		$9K Buy
+421
New +$9.75K ﹤0.01% 702

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crewe Advisors's SUSC Position: Q2 2026 in Review

Crewe Advisors held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 880 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Crewe Advisors first reported a position in SUSC in Q3 2022 and has held it in 16 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Crewe Advisors held 880 shares of iShares ESG Aware USD Corporate Bond ETF worth $20.4K as of Q2 2026.
  • Crewe Advisors left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #616 holding.
  • Crewe Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.